Financial Planning

Camerons Financial Solutions provides holistic Financial Planning services.  At Camerons we work together with you, our client, to understand what really matters to you and design a plan that helps create, build and protect your wealth.

Building a secure financial future requires vigilant planning. That’s why it’s essential to seek sound advice from qualified professionals. At Camerons, our experienced staff will provide you with ongoing support and expertise in the following areas:

  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Wealth Accumulation
  • Superannuation strategies (including Self Managed Superannuation)
  • Centrelink & Aged Care Advice
  • Managed Funds
  • Business Superannuation & Insurance Needs
  • Personal Insurance (Life, TPD, Trauma & Income Protection)
  • Tax-effective Strategies
  • Risk Planning Management

At Camerons, we aim to create a long-term partnership with our clients to ensure whatever stage of life you are at; your goals and objectives are being achieved. Our Financial Planning Services are tailored to suit each client’s individual needs, from the individual taxpayer to the corporate business client.

For more information please contact one of our friendly staff at your nearest Tasmanian office.

Camerons Financial Solutions Pty Ltd ABN 97 107 014 997 is an authorised representative of Financial Wisdom Limited ABN 70 006 646 108 Australian Financial Services Licence No. 231138.  Financial Wisdom is a wholly owned but non-guaranteed subsiduary of the Commonwealth Bank of Australia.

Camerons website terms of use and Camerons Financial Services website Terms of Use

GENERAL ADVICE WARNING The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Authorised Representative before you make any decision regarding any products mentioned in this communication. The information on this website should not be construed as financial, taxation or legal advice.  Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly Camerons Financial Solutions, Financial Wisdom Limited nor it’s related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Click Here to access our Financial Services Guide

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group of companies conforms with the Group’s Privacy Policy. For further details please refer to the Group’s Privacy Policy